Catskill Mountain Group - Civil Air Patrol - United States Air Force Auxiliary

Annual & Periodic Reporting Requirements -- updated Tue 02 Oct 2018 at 1152

Submit	Freq	Report	Description	Dept
01 JAN	Annual	Safety Survey	questions about unit safety staff & procedures	SE
	Annual	Safety Day & ORM Familiarization	log annual safety day & risk management briefing	SE

01 SEP	Annual	F172 Consolidated Finance Authorization Click to email CMG FIN	list finance committee members & authorized expenditures; all committee members must sign; date the form: 01 OCT 2023	FIN
	Annual	Unit Budget Click to email CMG FIN	unit budget for next FY - revenue & expenses must equal each other	FIN

01 OCT	Annual	F171 CC Financial Disclosure	certify proper accounting of all funds	FIN
	Annual	Unit Activity Report	questions re year ended 30 SEP 2017	AE
	Annual	Unit Plan of Action	questions re year begun 01 OCT 2017	AE
	Annual	Unit POA - CC Approval	unit CC approves submitted AE Plan	AE
	Annual	Group Plan of Action	group CC only - approve all POAs	AE
	Annual	Communications Inventory	verify unit comms gear & individual issues	LG
	Annual	Equipment Inventory	verify unit equipment & individual issues	LG
	Annual	Real Property Inventory	buildings, offices, etc. used by unit	LG
	Annual	Revalidate Individual Issue	if you have issued equipment, certify it is in your possession and serviceable	LG

As scheduled	Biennial	Unit Inspection - SUI	upload supporting documents prior to inspection	IG
As needed		Activity Safety Officer Notification	notify wing prior to cadet activity outside your group	CP
		After Activity Report	submit after activity is completed	CP
		Review Unit/Group Financial Transactions	review unit transaction history for FYTD	FIN
		Check Request	expense reimbursement - send within 60 days of date on receipt - click to email NYW Finance	FIN
		Fundraising Request	request permission to conduct fundraising activity - click to email NYW Admin	FIN
		Tax Exempt Certificate	request form to make tax-exempt purchases - click to email NYW Finance	FIN
		Insurance Certificate	request insurance certificate for event or real property - click to email NYW	LG
		Orientation Flight - CAP	CAP cadet orientation flight	OPS
		Orientation Flight - AF	AFROTC/AFJROTC cadet orientation flight	OPS
		ES Training Request	request funded individual aircrew sortie or local TRAEX	OPS
		Checkride, Proficiency, Transition Training	request funded F5/F91, proficiency sortie, or transition training	OPS
		F80 Mission Reimbursement Click to email Lt Col Rogers	request reimbursement of mission expenses	OPS
		Aircraft Maintenance Authorization	request authorization for aircraft maintenance	OPS
		F161 Emergency Information Form Email to event director	submit when away from home unit - not needed when using F31	SE
Annual & Periodic Reporting Requirements listed by dept - view by date Aerospace Education Annually 01-15 OCT - online Annual Activity Report - description of activity last fiscal year Plan of Action - Submit - Approve - plan for next fiscal year Cadet Programs - online Activity Safety Officer Notification - notify wing prior to cadet activity outside your group After Activity Report - complete after activity is completed Finance Annually on 01 OCT - send to NYW & CMG Finance F172 Consolidated Finance Authorization - list finance committee members & authorized expenditures; date 01 OCT Unit Budget - expenses for next FY - use linked budget template or update budget from last year Annually on 01 OCT - online F171 Unit Commander Financial Disclosure Statement - certify proper accounting of all funds As Needed: Check Request - expense reimbursement - send to Wing Finance Admin within 60 days of date on receipt Fundraising Request - request permission to conduct fundraising activity - send to Lt Col Ellen Hirsch Tax Exempt Certificate - request form to make tax-exempt purchases - send to Wing Finance Admin Logistics - Annually 01-31 OCT - online Equipment Inventory - verify resources used by unit or issued to members Real Property Inventory - buildings/offices, etc. used by unit - replaced F174 As Needed Insurance Certificate - send to Lt Col LeFeber Inspection Scheduled Biennially - Unit Inspection Schedule - Upload Documentation Operations Orientation Flight - CAP - CAP cadet orientation flight - request one week in advance Orientation Flight - AF - AFROTC / AFJROTC cadet orientation flight - request one week in advance ES Training Request - individual ES aircrew sortie or local SAREX - request at least 30 days in advance Check Ride, Proficiency Flight, Transition Training - request one week in advance F80 Mission Reimbursement - request reimbursement of mission expenses - send to Lt Col Bill Hughes immediately after mission Aircraft Maintenance Authorization - request authorization for aircraft maintenance Safety Annually 31 JAN - Safety Survey - answer questions about unit safety staff and procedures Annually 01 JAN-31 MAR - Safety Day & RM Familiarization - log annual safety day & risk management briefing As needed - F161 Emergency Information Form - send to event project, safety, or medical officer when particpating away from home unit - not needed when using F31

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